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Model Market Center™ Available Models
As of June 2020
Within Model Market Center, advisors can select from a broad menu of investment models from third-party investment managers. The platform seamlessly leverages iRebal® so advisors can access models and rebalance in one, central location.
Total # Managers = 50 - Strategist Fee = 27 - No Strategist Fee = 27
Total # Models = 518 - Strategist Fee = 203 - No Strategist Fee = 315
Model Name Manager Asset Type Strategist Fee
3EDGE ESG Strategy 3EDGE Asset Management ETF Yes
3EDGE Growth Strategy 3EDGE Asset Management ETF Yes
ACM Aggressive Growth 51 Advance Capital Management Mutual Fund Yes
ACM Growth & Income 51 Advance Capital Management Mutual Fund Yes
ACM Growth 51 Advance Capital Management Mutual Fund Yes
ACM Retirement Income 52 Advance Capital Management Mutual Fund Yes
Core ETF Absolute Return AGFiQ Asset Management ETF No
Hedged Equity AGFiQ Asset Management ETF No
Multi-Asset Income AGFiQ Asset Management ETF No
Multi-Factor Hedged Equity AGFiQ Asset Management ETF No
All Cap Value Wrap Anchor Capital Advisor LLC Equity Yes
Balanced Wrap Anchor Capital Advisor LLC Mixed Yes
Dividend Income Value Anchor Capital Advisor LLC Equity Yes
Founders Value Anchor Capital Advisor LLC Equity Yes
2 800-934-6124 | tdainstitutional.com
Mid Cap Value Wrap Anchor Capital Advisor LLC Equity Yes
Small Cap Value Wrap Anchor Capital Advisor LLC Equity Yes
SMID Cap Value Anchor Capital Advisor LLC Equity Yes
Anchor Total Solution Portfolio - Conservative Anchor Capital Management Group, Inc. Mixed No
Anchor Total Solution Portfolio - Growth Anchor Capital Management Group, Inc. Mixed No
Anchor Total Solution Portfolio - Moderate Anchor Capital Management Group, Inc. Mixed No
Conservative Portfolio Anchor Capital Management Group, Inc. Mutual Fund No
Growth Portfolio Anchor Capital Management Group, Inc. Mutual Fund No
Moderate Portfolio Anchor Capital Management Group, Inc. Mutual Fund No
Risk Managed Equity Anchor Capital Management Group, Inc. Mutual Fund No
Risk Managed Fixed Income Anchor Capital Management Group, Inc. Mutual Fund No
Extended Yield Anfield Capital Management Mixed Yes
Aptus Impact Conservative Aptus Capital Advisors ETF No
Aptus Impact Growth Aptus Capital Advisors ETF No
Aptus Impact Moderate Aptus Capital Advisors ETF No
Aptus Impact Series HNW: Conservative Aptus Capital Advisors Mixed Yes
Aptus Impact Series HNW: Growth Aptus Capital Advisors Mixed Yes
Aptus Impact Series HNW: Moderate Aptus Capital Advisors ETF Yes
AQR Diversified Strategies Model Portfolio AQR Capital Management Mutual Fund No
AQR Styles Model Portfolio – Aggressive AQR Capital Management Mutual Fund No
AQR Styles Model Portfolio – Conservative AQR Capital Management Mutual Fund No
AQR Styles Model Portfolio – Moderate AQR Capital Management Mutual Fund No
AQR Styles Model Portfolio – Moderate Aggressive AQR Capital Management Mutual Fund No
AQR Styles Model Portfolio – Moderate Conservative AQR Capital Management Mutual Fund No
Global Balanced Auour Investments ETF Yes
Global Equity Auour Investments ETF Yes
3 800-934-6124 | tdainstitutional.com
Global Equity Levered Auour Investments ETF Yes
Global Fixed Income Auour Investments ETF Yes
Multi-Asset Income Auour Investments ETF Yes
Dividend Growth and Income Strategy Berkshire Asset Management, LLC Equity Yes
BlackRock 40/60 Target Allocation ESG BlackRock ETF No
BlackRock 60/40 Target Allocation ESG BlackRock ETF No
BlackRock 80/20 Target Allocation ESG BlackRock ETF No
BlackRock Equity Target Allocation ESG BlackRock ETF No
BlackRock Multi-Asset Income Conservative – Commission Free BlackRock Mixed No
BlackRock Multi-Asset Income Growth – Commission Free BlackRock Mixed No
BlackRock Multi-Asset Income Moderate – Commission Free BlackRock Mixed No
BlackRock Target Allocation ETF 0/100 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 10/90 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 100/0 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 20/80 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 30/70 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 40/60 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 50/50 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 60/40 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 70/30 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 80/20 – Commission Free BlackRock ETF No
BlackRock Target Allocation ETF 90/10 – Commission Free BlackRock ETF No
Blueprint Balanced Blueprint Investment Partners Mixed Yes
Blueprint Conservative Blueprint Investment Partners Mixed Yes
Blueprint Growth Blueprint Investment Partners Mixed Yes
Blueprint Moderate Growth Blueprint Investment Partners Mixed Yes
4 800-934-6124 | tdainstitutional.com
Target Drawdown Professional 5 Cabana Asset Management ETF Yes
Target Drawdown Professional 7 Cabana Asset Management ETF Yes
Target Drawdown Professional 10 Cabana Asset Management ETF Yes
Target Drawdown Professional 13 Cabana Asset Management ETF Yes
Target Drawdown Professional 16 Cabana Asset Management ETF Yes
Trinity 1 Cambria Investment Management, Inc. ETF No
Trinity 2 Cambria Investment Management, Inc. ETF No
Trinity 3 Cambria Investment Management, Inc. ETF No
Trinity 4 Cambria Investment Management, Inc. ETF No
Trinity 5 Cambria Investment Management, Inc. ETF No
Trinity 6 Cambria Investment Management, Inc. ETF No
CMC 20/80 Income Generating Capital Market Consultants, Inc. Mutual Fund Yes
CMC 40/60 Income Generating Capital Market Consultants, Inc. Mutual Fund Yes
CMC 60/40 Income Generating Capital Market Consultants, Inc. Mutual Fund Yes
CMC Capital Appreciation (MF) Capital Market Consultants, Inc. Mutual Fund Yes
CMC Capital Appreciation ETF Capital Market Consultants, Inc. ETF Yes
CMC Conservative Bond ETF Capital Market Consultants, Inc. ETF Yes
CMC Conservative Growth (MF) Capital Market Consultants, Inc. Mutual Fund Yes
CMC Conservative Growth ETF Capital Market Consultants, Inc. ETF Yes
CMC Dividend Income (MF) Capital Market Consultants, Inc. Mutual Fund Yes
CMC Dividend Income ETF Capital Market Consultants, Inc. ETF Yes
CMC Growth (MF) Capital Market Consultants, Inc. Mutual Fund Yes
CMC Growth ETF Capital Market Consultants, Inc. ETF Yes
CMC TR Conservative Bond (MF) Capital Market Consultants, Inc. Mutual Fund Yes
CMC TR Global Balanced (MF) Capital Market Consultants, Inc. Mutual Fund Yes
CMC TR Global Balanced ETF Capital Market Consultants, Inc. ETF Yes
5 800-934-6124 | tdainstitutional.com
Clark Navigator All Cap Core Clark Capital Management Group Equity Yes
Clark Navigator High Dividend Equity Clark Capital Management Group Equity Yes
Clark Navigator Int’l Equity ADR Clark Capital Management Group Equity Yes
Clark Navigator MultiStrategy 25-75 Clark Capital Management Group Mixed No
Clark Navigator MultiStrategy 50-50 Clark Capital Management Group Mixed No
Clark Navigator MultiStrategy 75-25 Clark Capital Management Group Mixed No
Clark Navigator Small Cap Core US Eq Clark Capital Management Group Equity Yes
Clark Navigator SMID Core US Equity Clark Capital Management Group Equity Yes
Clark Navigator Taxable Fixed Income Core Clark Capital Management Group Mixed No
AdvisorOne Protection Risk Budget 50 CLS Investments, LLC Mutual Fund No
AdvisorOne Protection Risk Budget 70 CLS Investments, LLC Mutual Fund No
AdvisorOne Risk Budget 100 CLS Investments, LLC Mutual Fund No
AdvisorOne Risk Budget 30 CLS Investments, LLC Mutual Fund No
AdvisorOne Risk Budget 50 CLS Investments, LLC Mutual Fund No
AdvisorOne Risk Budget 60 CLS Investments, LLC Mutual Fund No
AdvisorOne Risk Budget 70 CLS Investments, LLC Mutual Fund No
AdvisorOne Risk Budget 85 CLS Investments, LLC Mutual Fund No
American Hybrid Protection Risk Budget 100 CLS Investments, LLC Mutual Fund No
American Hybrid Protection Risk Budget 30 CLS Investments, LLC Mutual Fund No
American Hybrid Protection Risk Budget 50 CLS Investments, LLC Mutual Fund No
American Hybrid Protection Risk Budget 60 CLS Investments, LLC Mutual Fund No
American Hybrid Protection Risk Budget 70 CLS Investments, LLC Mutual Fund No
American Hybrid Protection Risk Budget 85 CLS Investments, LLC Mutual Fund No
American Hybrid Risk Budget 100 CLS Investments, LLC Mutual Fund No
American Hybrid Risk Budget 30 CLS Investments, LLC Mutual Fund No
American Hybrid Risk Budget 50 CLS Investments, LLC Mutual Fund No
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American Hybrid Risk Budget 60 CLS Investments, LLC Mutual Fund No
American Hybrid Risk Budget 70 CLS Investments, LLC Mutual Fund No
American Hybrid Risk Budget 85 CLS Investments, LLC Mutual Fund No
CLS American Funds - Aggressive CLS Investments, LLC Equity Yes
CLS American Funds Conservative CLS Investments, LLC Mixed Yes
CLS American Funds Mod Aggressive CLS Investments, LLC Mixed Yes
CLS American Funds Mod Conservative CLS Investments, LLC Mixed Yes
CLS American Funds Moderate CLS Investments, LLC Mixed Yes
CLS American Funds Very Conservative CLS Investments, LLC Mixed Yes
CLS Protected Equities CLS Investments, LLC Mixed Yes
CLS RB ESG Aggressive CLS Investments, LLC Equity Yes
CLS RB ESG Conservative CLS Investments, LLC Mixed Yes
CLS RB ESG Moderate CLS Investments, LLC Mixed Yes
CLS RB ESG Moderate Conservative CLS Investments, LLC Mixed Yes
CLS RB ESG Moderately Agg CLS Investments, LLC Mixed Yes
Systematic Relative Strength Aggressive Dorsey Wright Equity Yes
Systematic Relative Strength Balanced Dorsey Wright Mixed Yes
Systematic Relative Strength Core Dorsey Wright Equity Yes
Systematic Relative Strength Growth Dorsey Wright Equity Yes
Systematic Relative Strength Institutional Dorsey Wright Equity Yes
Systematic RS Global Macro Dorsey Wright ETF Yes
Tactical Fixed Income Dorsey Wright Bond Yes
Eagle Ridge Global Quality Eagle Ridge Investment Management Equity Yes
Eagle Ridge International Quality Eagle Ridge Investment Management Equity Yes
Eagle Ridge Relative Opportunity Eagle Ridge Investment Management Equity Yes
Eagle Ridge Small Cap Quality Eagle Ridge Investment Management Equity Yes
7 800-934-6124 | tdainstitutional.com
11-19 Years Aggressive Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
11-19 Years Conservative Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
11-19 Years Moderate Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
2-5 Years Aggressive Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
2-5 Years Conservative Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
2-5 Years Moderate Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
20 Plus Years Aggressive Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
20 Plus Years Conservative Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
20 Plus Years Moderate Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
6-10 Years Aggressive Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
6-10 Years Conservative Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
6-10 Years Moderate Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
Efficient Market Total Return Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
ESG 11-19 Years Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
ESG 2-5 Years Efficient Market Advisors a Business of
Cantor Fitzgerald Investment Advisors ETF Yes
ESG 20 Plus Years Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
ESG 6-10 Years Efficient Market Advisors a Business of ETF Yes
8 800-934-6124 | tdainstitutional.com
Cantor Fitzgerald Investment Advisors
Taking Income Aggressive Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
Taking Income Conservative Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
Taking Income Moderate Efficient Market Advisors a Business of Cantor Fitzgerald Investment Advisors
ETF Yes
First Trust Aggressive Growth Model Strategy First Trust Portfolios ETF No
First Trust All Equity Model Strategy First Trust Portfolios ETF No
First Trust Alternative Model Strategy First Trust Portfolios ETF No
First Trust Balanced Growth Model Strategy First Trust Portfolios ETF No
First Trust Conservative Growth Model Strategy First Trust Portfolios ETF No
First Trust Conservative Model Strategy First Trust Portfolios ETF No
First Trust Core Fixed Income Model Strategy First Trust Portfolios ETF No
First Trust Defensive Equity Model Strategy First Trust Portfolios ETF No
First Trust Diversified Low Duration Fixed Income Model Strategy First Trust Portfolios ETF No
First Trust Domestic Equity Model Strategy First Trust Portfolios ETF No
First Trust Equity Income Model Strategy First Trust Portfolios ETF No
First Trust High Income Model Strategy First Trust Portfolios ETF No
First Trust High Income Municipal Model Strategy First Trust Portfolios ETF No
First Trust International Equity Model Strategy First Trust Portfolios ETF No
First Trust Limited Duration Municipal Model Strategy First Trust Portfolios ETF No
First Trust Moderate Growth Model Strategy First Trust Portfolios ETF No
QFC Multi-Strategy Core Aggressive Flexible Plan Investments, Ltd Mixed No
QFC Multi-Strategy Core Balanced Flexible Plan Investments, Ltd Mixed No
QFC Multi-Strategy Core Conservative Flexible Plan Investments, Ltd Mixed No
QFC Multi-Strategy Core Growth Flexible Plan Investments, Ltd Mixed No
9 800-934-6124 | tdainstitutional.com
QFC Multi-Strategy Core Moderate Flexible Plan Investments, Ltd Mixed No
Global X Core Series Aggressive ETF Model Portfolio Global X ETFs ETF No
Global X Core Series Conservative ETF Model Portfolio Global X ETFs ETF No
Global X Core Series Moderate ETF Model Portfolio Global X ETFs ETF No
Global X Core Series Moderately Aggressive ETF Model Portfolio Global X ETFs ETF No
Global X Core Series Moderately Conservative ETF Model Portfolio Global X ETFs ETF No
Global X Equity Income ETF Model Portfolio Global X ETFs ETF No
Global X Equity Thematic Disruptors ETF Model Portfolio Global X ETFs ETF No
Goldman Sachs Conservative Hybrid G-MAP Goldman Sachs Asset Management Mixed No
Goldman Sachs Conservative Mutual Fund G-MAP Goldman Sachs Asset Management Mutual Fund No
Goldman Sachs Growth Hybrid G-MAP Goldman Sachs Asset Management Mixed No
Goldman Sachs Growth Mutual Fund G-MAP Goldman Sachs Asset Management Mutual Fund No
Goldman Sachs Moderate Hybrid G-MAP Goldman Sachs Asset Management Mixed No
Goldman Sachs Moderate Mutual Fund G-MAP Goldman Sachs Asset Management Mutual Fund No
Goldman Sachs S&P Conservative ETF G-MAP Goldman Sachs Asset Management ETF No
Goldman Sachs S&P Conservative Income ETF G-MAP Goldman Sachs Asset Management ETF No
Goldman Sachs S&P Enhanced Growth ETF G-MAP Goldman Sachs Asset Management ETF No
Goldman Sachs S&P Growth ETF G-MAP Goldman Sachs Asset Management ETF No
Goldman Sachs S&P Moderate Conservative ETF G-MAP Goldman Sachs Asset Management ETF No
Goldman Sachs Moderate ETF G-MAP Goldman Sachs Asset Management ETF No
Goldman Sachs S&P Moderate Growth ETF G-MAP Goldman Sachs Asset Management ETF No
Goldman Sachs S&P Ultra Conservative Income ETF G-MAP Goldman Sachs Asset Management ETF No
Horizon Conservation Plus Horizon Investments, LLC Mixed No
Horizon Conservative Horizon Investments, LLC Mixed No
Horizon Focused Horizon Investments, LLC Equity No
Horizon Focused Risk Assist Horizon Investments, LLC Mixed No
10 800-934-6124 | tdainstitutional.com
Horizon Growth Horizon Investments, LLC Mixed No
Horizon Growth Risk Assist Horizon Investments, LLC Mixed No
Horizon Moderate Horizon Investments, LLC Mixed No
Horizon Moderate Risk Assist Horizon Investments, LLC Mixed No
Real Spend 3 Horizon Investments, LLC Mixed No
Real Spend 4 Horizon Investments, LLC Mixed No
Real Spend 5 Horizon Investments, LLC Mixed No
Real Spend 6 Horizon Investments, LLC Mixed No
Real Spend 7 Horizon Investments, LLC Mixed No
Invesco Cornerstone Total Beta 20 Invesco Advisers, Inc. ETF No
Invesco Cornerstone Total Beta 30 Invesco Advisers, Inc. ETF No
Invesco Cornerstone Total Beta 40 Invesco Advisers, Inc. ETF No
Invesco Cornerstone Total Beta 50 Invesco Advisers, Inc. ETF No
Invesco Cornerstone Total Beta 60 Invesco Advisers, Inc. ETF No
Invesco Cornerstone Total Beta 70 Invesco Advisers, Inc. ETF No
Invesco Cornerstone Total Beta 80 Invesco Advisers, Inc. ETF No
Invesco Oppenheimer Conservative Model (ETF/MF) Invesco Advisers, Inc. Mixed No
Invesco Oppenheimer Conservative Model (MF) Invesco Advisers, Inc. Mutual Fund No
Invesco Oppenheimer Growth Model (ETF/MF) Invesco Advisers, Inc. Mixed No
Invesco Oppenheimer Growth Model (MF) Invesco Advisers, Inc. Mutual Fund No
Invesco Oppenheimer International Model Blend (MF) Invesco Advisers, Inc. Mutual Fund No
Invesco Oppenheimer International Model Equity (MF) Invesco Advisers, Inc. Mutual Fund No
Invesco Oppenheimer Moderate Conservative Model (ETF/MF) Invesco Advisers, Inc. Mixed No
Invesco Oppenheimer Moderate Conservative Model (MF) Invesco Advisers, Inc. Mutual Fund No
Invesco Oppenheimer Moderate Growth Model (ETF/MF) Invesco Advisers, Inc. Mixed No
Invesco Oppenheimer Moderate Growth Model (MF) Invesco Advisers, Inc. Mutual Fund No
11 800-934-6124 | tdainstitutional.com
Invesco Oppenheimer Moderate Model (ETF/MF) Invesco Advisers, Inc. Mixed No
Invesco Oppenheimer Moderate Model (MF) Invesco Advisers, Inc. Mutual Fund No
Invesco Oppenheimer US Factor Rotation Model (ETF) Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 10 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 20 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 30 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 40 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 50 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 60 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 70 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 80 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta 90 Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta Growth Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Smart Beta Income Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 10 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 20 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 30 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 40 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 50 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 60 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 70 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 80 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta 90 Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta Equity Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
Invesco Pinnacle Total Beta Income Multi-Manager Portfolio Invesco Advisers, Inc. ETF No
iSectors Post-MPT Growth iSectors ETF Yes
12 800-934-6124 | tdainstitutional.com
iSectors Post-MPT Moderate iSectors ETF Yes
J.P. Morgan Multi Asset Income Moderate Conservative J.P. Morgan Asset Management Mixed No
J.P. Morgan Multi Asset Income Moderate Growth J.P. Morgan Asset Management Mixed No
J.P. Morgan Multi Asset Income Moderate J.P. Morgan Asset Management Mixed No
John Hancock Global Dynamic Equity Model Portfolio John Hancock Investment Management Equity No
John Hancock Multi Asset Income Model Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Active/Passive Aggressive Model
Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Active/Passive Balanced Model Portfolio
John Hancock Investment Management Mixed No
John Hancock Multimanager Active/Passive Conservative Model
Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Active/Passive Growth Model Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Active/Passive Moderate Model Portfolio
John Hancock Investment Management Mixed No
John Hancock Multimanager Aggressive Model Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Balanced Model Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Conservative Model Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Growth Model Portfolio John Hancock Investment Management Mixed No
John Hancock Multimanager Moderate Model Portfolio John Hancock Investment Management Mixed No
Julex Destination Julex Capital Management, LLC ETF Yes
Julex Dynamic Developed Markets Julex Capital Management, LLC ETF Yes
Julex Dynamic Emerging Market Julex Capital Management, LLC ETF Yes
Julex Dynamic Income Julex Capital Management, LLC ETF Yes
Julex Dynamic Multi Asset Julex Capital Management, LLC ETF Yes
Julex Dynamic Real Asset Julex Capital Management, LLC ETF Yes
Julex Dynamic Sector Julex Capital Management, LLC ETF Yes
Julex Dynamic Sector – Smart Beta Julex Capital Management, LLC ETF Yes
13 800-934-6124 | tdainstitutional.com
Julex Glbl Tactical Asset Allocation Julex Capital Management, LLC Mixed Yes
Julex Risk Managed TrueAlpha Lrg Cap Julex Capital Management, LLC Mixed Yes
Julex Risk Managed TrueAlpha Small Cap Julex Capital Management, LLC Mixed Yes
Julex TrueAlpha Lrg Cap Julex Capital Management, LLC Equity Yes
Julex TrueAlpha Small Cap Julex Capital Management, LLC Equity Yes
Essential 40 KKM Financial, LLC Equity Yes
KKM Aggressive Growth powered by Nasdaq Dorsey Wright KKM Financial, LLC ETF Yes
KKM Conservative powered by Nasdaq Dorsey Wright KKM Financial, LLC ETF Yes
KKM Developed ex-US Dynamic FX Hedged powered by Nasdaq
Dorsey Wright KKM Financial, LLC ETF Yes
KKM Global Dynamic FX Hedged powered by Nasdaq Dorsey Wright
KKM Financial, LLC ETF Yes
KKM Global ex-US Dynamic FX Hedged powered by Nasdaq
Dorsey Wright KKM Financial, LLC ETF Yes
KKM Growth powered by Nasdaq Dorsey Wright KKM Financial, LLC ETF Yes
KKM International powered by Nasdaq Dorsey Wright KKM Financial, LLC ETF Yes
KKM Moderate powered by Nasdaq Dorsey Wright KKM Financial, LLC ETF Yes
KKM Sector Rotation powered by Nasdaq Dorsey Wright KKM Financial, LLC Equity Yes
KKM Tactical Rotation powered by Nasdaq Dorsey Wright KKM Financial, LLC ETF Yes
CSP Global Balanced Risk Strategy (6040) Luxon Asset Management Mixed Yes
CSP Global Conservative Strategy Luxon Asset Management Mixed Yes
CSP Global Enhanced Equity Strategy (700030) Luxon Asset Management Mixed Yes
CSP Global Equal Weight Strategy Luxon Asset Management Mixed Yes
CSP Global Equity Strategy Luxon Asset Management Equity Yes
CSP Global Fixed Income Strategy Luxon Asset Management Bond Yes
CSP Global Growth Strategy (8020) Luxon Asset Management Mixed Yes
CSP Global Hedged Equity Strategy Luxon Asset Management Equity Yes
14 800-934-6124 | tdainstitutional.com
CSP Global Moderate Strategy (7030) Luxon Asset Management Mixed Yes
CSP Global Multi Asset Strategy (602020) Luxon Asset Management Mixed Yes
Mosaic Aggressive Madison Investments Mixed Yes
Mosaic Capital Preservation Madison Investments Mixed Yes
Mosaic Conservative Madison Investments Mixed Yes
Mosaic ETF Aggressive Madison Investments Mixed Yes
Mosaic ETF Cap Preservation Madison Investments Mixed Yes
Mosaic ETF Conservative Madison Investments Mixed Yes
Mosaic ETF Growth Madison Investments Mixed Yes
Mosaic ETF Income Adv Madison Investments Mixed Yes
Mosaic ETF Moderate Madison Investments Mixed Yes
Mosaic ETF Moderate Growth Madison Investments Mixed Yes
Mosaic Growth Madison Investments Mixed Yes
Mosaic Income Advantage Madison Investments Mixed Yes
Mosaic Moderate Madison Investments Mixed Yes
Mosaic Moderate Growth Madison Investments Mixed Yes
Mosaic Tax Sensitive Cap Pres Madison Investments Mixed Yes
Mosaic Tax Sensitive Conservative Madison Investments Mixed Yes
Mosaic Tax Sensitive Moderate Madison Investments Mixed Yes
Mosaic Tax Sensitive Moderate Growth Madison Investments Mixed Yes
Aggressive Growth Portfolio Meeder Investment Management Mutual Fund No
Balanced Portfolio Meeder Investment Management Mutual Fund No
Conservative Portfolio Meeder Investment Management Mutual Fund No
Growth Portfolio Meeder Investment Management Mutual Fund No
Moderate Conservative Portfolio Meeder Investment Management Mutual Fund No
Moderate Growth Portfolio Meeder Investment Management Mutual Fund No
15 800-934-6124 | tdainstitutional.com
Dril l Bit to Burner Tip (No K-1s)(R) Miller/Howard Investments, Inc. Equity Yes
Dril l Bit to Burner Tip (R) register Miller/Howard Investments, Inc. Equity Yes
Income-Equity Ex-Carbon Energy Miller/Howard Investments, Inc. Equity Yes
Income-Equity Strategy (No MLPs) Miller/Howard Investments, Inc. Equity Yes
Income-Equity Strategy with MLPs Miller/Howard Investments, Inc. Equity Yes
Miller/Howard Infrastructure Miller/Howard Investments, Inc. Equity Yes
Miller/Howard Utilities Plus Miller/Howard Investments, Inc. Equity Yes
MLP Strategy Miller/Howard Investments, Inc. Equity Yes
Diversified Strategist Growth with Enhanced Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist Growth with Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist Growth with Moderate Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist Income with Moderate Growth Northern Trust Investments, Inc. Mixed No
Diversified Strategist Maximum Growth Northern Trust Investments, Inc. Mixed No
Diversified Strategist Quality Low Volatility Growth with Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist Quality Low Volatility Growth with Moderate
Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist Quality Low Volatility Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist Quality Low Volatility Income with Moderate Growth
Northern Trust Investments, Inc. Mixed No
Diversified Strategist Quality Low Volatility Maximum Growth Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Growth with Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Growth with Moderate Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Income with Moderate Growth Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Maximum Growth Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Quality Low Volatili ty Growth with Income Northern Trust Investments, Inc. Mixed No
16 800-934-6124 | tdainstitutional.com
Diversified Strategist TS Quality Low Volatili ty Growth with
Moderate Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Quality Low Volatili ty Income Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Quality Low Volatili ty Growth with Income with Moderate Growth
Northern Trust Investments, Inc. Mixed No
Diversified Strategist TS Quality Low Volatili ty Maximum Growth Northern Trust Investments, Inc. Mixed No
Goal Engineer 2015 Northern Trust Investments, Inc. Mixed No
Goal Engineer 2020 Northern Trust Investments, Inc. Mixed No
Goal Engineer 2025 Northern Trust Investments, Inc. Mixed No
Goal Engineer 2030 Northern Trust Investments, Inc. Mixed No
Goal Engineer 2035 Northern Trust Investments, Inc. Mixed No
Goal Engineer 2040 Northern Trust Investments, Inc. Mixed No
Goal Engineer Stable Income Northern Trust Investments, Inc. Mixed No
ESG Aggressive Growth Model Portfolio (ETF) Nuveen ETF No
ESG All Equity Growth Model Portfolio (ETF) Nuveen ETF No
ESG Moderate Conservative Growth Model Portfolio (ETF) Nuveen ETF No
ESG Moderate Growth Model Portfolio (ETF) Nuveen ETF No
Tax Exempt Conservative Income Nuveen Mutual Fund No
Tax Exempt High Income Nuveen Mutual Fund No
Tax Exempt Moderate Income Nuveen Mutual Fund No
Engineered Risk Budget: Drawdown Target 05-8% Redwood Investment Management, LLC Mixed No
Engineered Risk Budget: Drawdown Target 08-12% Redwood Investment Management, LLC Mixed No
Engineered Risk Budget: Drawdown Target 12-17% Redwood Investment Management, LLC Mixed No
Engineered Risk Budget: Drawdown Target 17-25% Redwood Investment Management, LLC Mixed No
Engineered Risk Budget: Drawdown Target 25%+ Redwood Investment Management, LLC Mixed No
Balanced Model Strategy Russell Investments Mutual Fund No
Conservative Model Strategy Russell Investments Mutual Fund No
17 800-934-6124 | tdainstitutional.com
Equity Growth Model Strategy Russell Investments Mutual Fund No
Growth Model Strategy Russell Investments Mutual Fund No
Hybrid Balanced Model Strategy Russell Investments Mixed No
Hybrid Conservative Model Strategy Russell Investments Mixed No
Hybrid Equity Growth Model Strategy Russell Investments Mixed No
Hybrid Growth Model Strategy Russell Investments Mixed No
Hybrid Moderate Model Strategy Russell Investments Mixed No
Moderate Model Strategy Russell Investments Mutual Fund No
Russell Investments Target Income Plus Model Strategy Russell Investments Mixed No
Russell Investments Target Income Model Strategy Russell Investments Mixed No
Tax-Managed Balanced Model Strategy Russell Investments Mutual Fund No
Tax-Managed Conservative Model Strategy Russell Investments Mutual Fund No
Tax-Managed Equity Growth Strategy Russell Investments Mutual Fund No
Tax-Managed Growth Model Strategy Russell Investments Mutual Fund No
Tax-Managed Moderate Model Strategy Russell Investments Mutual Fund No
Global High Dividend ADR Schafer Cullen Capital Management Equity Yes
High Dividend Value Equity Schafer Cullen Capital Management Equity Yes
International High Dividend Val. ADR Schafer Cullen Capital Management Equity Yes
Value Equity Schafer Cullen Capital Management Equity Yes
Socially Responsible Value SKBA Capital Management Equity Yes
ValuePlus SKBA Capital Management Equity Yes
Active Asset Allocation ETF Model Portfolio Conservative State Street Global Advisors ETF No
Active Asset Allocation ETF Model Portfolio Growth State Street Global Advisors ETF No
Active Asset Allocation ETF Model Portfolio Maximum Growth State Street Global Advisors ETF No
Active Asset Allocation ETF Model Portfolio Moderate State Street Global Advisors ETF No
Active Asset Allocation ETF Model Portfolio Moderate Conservative State Street Global Advisors ETF No
18 800-934-6124 | tdainstitutional.com
Active Asset Allocation ETF Model Portfolio Moderate Growth State Street Global Advisors ETF No
Income Allocation ETF Model Portfolio State Street Global Advisors ETF No
Strategic Asset Allocation ETF Model Portfolio Conservative State Street Global Advisors ETF No
Strategic Asset Allocation ETF Model Portfolio Growth State Street Global Advisors ETF No
Strategic Asset Allocation ETF Model Portfolio Maximum Growth State Street Global Advisors ETF No
Strategic Asset Allocation ETF Model Portfolio Moderate State Street Global Advisors ETF No
Strategic Asset Allocation ETF Model Portfolio Moderate
Conservative State Street Global Advisors ETF No
Strategic Asset Allocation ETF Model Portfolio Moderate Growth State Street Global Advisors ETF No
Tax-Sensitive Active Asset Allocation ETF Model Portfolio Conservative
State Street Global Advisors ETF No
Tax-Sensitive Active Asset Allocation ETF Model Portfolio Growth State Street Global Advisors ETF No
Tax-Sensitive Active Asset Allocation ETF Model Portfolio
Maximum Growth State Street Global Advisors ETF No
Tax-Sensitive Active Asset Allocation ETF Model Portfolio Moderate
State Street Global Advisors ETF No
Tax-Sensitive Active Asset Allocation ETF Model Portfolio
Moderate Conservative State Street Global Advisors ETF No
Tax-Sensitive Active Asset Allocation ETF Model Portfolio Moderate Growth
State Street Global Advisors ETF No
Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio
Conservative State Street Global Advisors ETF No
Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio Growth
State Street Global Advisors ETF No
Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio
Moderate State Street Global Advisors ETF No
Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio Moderate Conservative
State Street Global Advisors ETF No
Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio
Moderate Growth State Street Global Advisors ETF No
Swan Defined Risk Global Portfolio – Conservative Swan Global Investments LLC Mixed No
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Swan Defined Risk Global Portfolio – Growth Swan Global Investments LLC Mutual Fund No
Swan Defined Risk Global Portfolio – Moderate Swan Global Investments LLC Mixed No
Global Intrinsic Value Equity Income Todd Asset Management LLC Equity Yes
International Intrinsic Value Todd Asset Management LLC Equity Yes
Large Cap Intrinsic Value Todd Asset Management LLC Equity Yes
Toews All Equity Toews Mutual Fund No
Toews Balanced Toews Mutual Fund No
Toews Balanced Growth Toews Mutual Fund No
Toews Balanced Income Toews Mutual Fund No
Toews Capital Preservation Toews Mutual Fund No
Toews Conservative Income Toews Mutual Fund No
Toews Defensive Alpha Balanced Toews Mutual Fund No
Toews Defensive Alpha Equity Toews Mutual Fund No
Toews Growth Toews Mutual Fund No
Toews High Income Toews Mutual Fund No
Toews Moderate Income Toews Mutual Fund No
JAForlines Global Tactical Allocation W.E. Donoghue ETF Yes
JAForlines Global Tactical Conservation W.E. Donoghue ETF Yes
JAForlines Global Tactical Equity W.E. Donoghue ETF Yes
JAForlines Global Tactical Growth W.E. Donoghue ETF Yes
JAForlines Global Tactical Income W.E. Donoghue ETF Yes
Power Dividend & Yield Portfolio W.E. Donoghue Mixed No
Power Dividend Index Portfolio W.E. Donoghue Equity Yes
Power Dividend International Index Portfolio W.E. Donoghue Equity Yes
Power Dividend Mid-Cap Index Portfolio W.E. Donoghue Equity Yes
Power Growth & Income Portfolio W.E. Donoghue Mixed No
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Power Income Portfolio W.E. Donoghue Mixed No
Power Momentum Index Portfolio W.E. Donoghue Equity Yes
Power Treasury Index Portfolio W.E. Donoghue Bond Yes
CorePlus Bond Wilbanks Smith & Thomas Asset
Management, LLC Bond Yes
Active Income Portfolio Wilshire Associates Inc. Mutual Fund Yes
Active Tax Free Income Portfolio Wilshire Associates Inc. Mutual Fund Yes
Premier Allocation Portfolios – Aggressive Growth Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Conservative Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Conservative TS Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Growth Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Growth TS Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Moderate Conservative Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Moderate Conservative TS Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Moderate Growth Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Moderate Growth TS Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Moderate Wilshire Associates Inc. Mixed No
Premier Allocation Portfolios – Moderate TS Wilshire Associates Inc. Mixed No
Wilshire Global ETF – Aggressive Growth Wilshire Associates Inc. ETF Yes
Wilshire Global ETF – Conservative Wilshire Associates Inc. ETF Yes
Wilshire Global ETF – Growth Wilshire Associates Inc. ETF Yes
Wilshire Global ETF – Moderate Wilshire Associates Inc. ETF Yes
Wilshire Global ETF – Moderate Conservative Wilshire Associates Inc. ETF Yes
Wilshire Global ETF – Moderate Growth Wilshire Associates Inc. ETF Yes
Wilshire Hybrid ETF TS – Conservative Wilshire Associates Inc. Mixed Yes
Wilshire Hybrid ETF TS – Growth Wilshire Associates Inc. Mixed Yes
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Wilshire Hybrid ETF TS – Moderate Wilshire Associates Inc. Mixed Yes
Wilshire Hybrid ETF TS – Moderate Conservative Wilshire Associates Inc. Mixed Yes
Wilshire Hybrid ETF TS – Moderate Growth Wilshire Associates Inc. Mixed Yes
Aggressive Allocation Commission Free WisdomTree Asset Management, Inc. ETF No
Conservative Allocation Commission Free WisdomTree Asset Management, Inc. ETF No
Core Equity Portfolio WisdomTree Asset Management, Inc. ETF No
EM Factor Portfolio Commission Free WisdomTree Asset Management, Inc. ETF No
Fixed Income Portfolio Commission Free WisdomTree Asset Management, Inc. ETF No
Global Dividend Portfolio Commission Free WisdomTree Asset Management, Inc. ETF No
International Developed Factor Portfolio Commission Free WisdomTree Asset Management, Inc. ETF No
Moderate Allocation Commission Free WisdomTree Asset Management, Inc. ETF No
Select Model Portfolios (including PIMCO) Aggressive Allocation WisdomTree Asset Management, Inc. ETF No
Select Model Portfolios (including PIMCO) Conservative Allocation WisdomTree Asset Management, Inc. ETF No
Select Model Portfolios (including PIMCO) Moderate Allocation WisdomTree Asset Management, Inc. ETF No
Siegel-WisdomTree Global Equity Model WisdomTree Asset Management, Inc. ETF No
Siegel-WisdomTree Longevity Model WisdomTree Asset Management, Inc. ETF No
U.S. Aggressive Growth WisdomTree Asset Management, Inc. ETF No
U.S. Conservative Growth WisdomTree Asset Management, Inc. ETF No
U.S. Growth WisdomTree Asset Management, Inc. ETF No
U.S. Moderate Growth WisdomTree Asset Management, Inc. ETF No
U.S. Factor Portfolio Commission Free WisdomTree Asset Management, Inc. ETF No
Volatility Management Portfolio WisdomTree Asset Management, Inc. ETF No
WisdomTree IFLM Segment 1 WisdomTree Asset Management, Inc. ETF Yes
WisdomTree IFLM Segment 2 WisdomTree Asset Management, Inc. ETF Yes
WisdomTree IFLM Segment 3 WisdomTree Asset Management, Inc. ETF Yes
WisdomTree IFLM Segment 4 WisdomTree Asset Management, Inc. ETF Yes
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WisdomTree IFLM Segment 5 WisdomTree Asset Management, Inc. ETF Yes
WisdomTree IFLM Segment 6 WisdomTree Asset Management, Inc. ETF Yes
Zacks All Cap Core Strategy Zacks Investment Management Equity Yes
Zacks Core Aggressive ETF Portfolio Zacks Investment Management ETF Yes
Zacks Core Conservative ETF Portfolio Zacks Investment Management ETF Yes
Zacks Core Moderate ETF Portfolio Zacks Investment Management ETF Yes
Zacks Dividend Strategy Zacks Investment Management Equity Yes
Zacks Focus Growth Strategy Zacks Investment Management Equity Yes
Zacks Mid Cap Core Zacks Investment Management Equity Yes
For more information about Model Market Center including a Fact Sheet and Frequently Asked Questions, please visit the Education Center on Veo® and Veo One®.
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The Strategist Fee, in basis points, is set by the Model Manager and can be seen directly on the model page in the Model Market Center.
Material made av ailable through the Model Market Center is provided by third-party Model Managers and information providers who are separate from and unaf filiated with TD Ameritrade. TD Ameritrade has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. TD Ameritrade assumes no responsibility for any fact, recommendation, opinion or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific model prov iders and/or models should not be considered an endorsement or recommendation by TD Ameritrade. Users of Model Market Center are responsible for all upf ront and ongoing model provider and model due diligence.
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